Desktop Icon
Overview
Desktop Icon — Business-Focused Explanation
The Desktop Icon document type in Dafater is used to organize and present quick-access shortcuts on the system’s main workspace. Its purpose is to help users reach important screens, reports, or actions instantly, improving productivity and reducing time spent navigating menus.
What the Desktop Icon is Used For
In daily business operations, the Desktop Icon serves as a visual shortcut on the user’s desktop within Dafater. It allows organizations to: - Highlight frequently used business areas (such as Sales, Purchasing, HR, or Finance) - Guide users to the right starting points for their roles - Create a clean, role-focused workspace that supports faster task execution
Think of the Desktop Icon as a personalized business dashboard entry that directs users where they need to go.
Prerequisites and Setup Requirements
Before using Desktop Icon, the following should be in place: - Clear understanding of key business processes that users access daily - Defined user roles and responsibilities - Identified screens, reports, or actions that need quick access
Proper planning ensures that each Desktop Icon adds real value instead of cluttering the workspace.
Typical Workflow and Business Fit
The usual business flow involving Desktop Icon is: 1. Business owners or administrators identify high-priority tasks or areas. 2. A Desktop Icon is created to represent each important function. 3. Icons are assigned or made visible based on user roles. 4. End users click the Desktop Icon to immediately start their work.
This fits naturally into onboarding, daily operations, and role-based work management by reducing navigation steps.
Key Business Scenarios Where Desktop Icon Is Essential
The Desktop Icon is especially valuable in scenarios such as: - Role-based workspaces: Sales teams see sales-related icons, while finance teams see accounting shortcuts. - High-volume operations: Fast access to orders, invoices, or approvals saves time. - New user onboarding: New employees can rely on icons instead of learning complex menus. - Management focus: Executives can have icons for key reports and performance views.
Important Considerations for Users
When using Desktop Icon, keep the following in mind: - Too many icons can reduce clarity—focus on essentials only - Icons should reflect real business priorities, not personal preferences - Review and update icons as business processes change - Use clear names and meaningful visuals so users instantly understand their purpose
In summary, the Desktop Icon helps Dafater users work smarter by placing critical business actions right at their fingertips, supporting efficiency, clarity, and role-based productivity across the organization.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| module_name | Module Name | Data | - | Associated Dafater module this desktop icon represents | |
| label | Label | Data | - | Display name shown to users on Dafater desktop | |
| standard | Standard | Check | - | Indicates if icon is provided by Dafater standard setup | |
| custom | Custom | Check | - | Indicates if icon is custom created by business users | |
| app | App | Data | - | Dafater application owning this desktop icon | |
| description | Description | Small Text | - | Business purpose or summary of the desktop icon | |
| category | Category | Data | - | Functional grouping used to organize Dafater desktop icons | |
| hidden | Hidden | Check | - | Controls whether icon is hidden from Dafater desktop | |
| blocked | Blocked | Check | - | Restricts user access to this desktop icon | |
| force_show | Force Show | Check | - | Forces icon visibility regardless of user permissions | |
| type | Type | Select | module, list, link, page, query-report | Defines navigation type such as module, report, or page | |
| _doctype | _doctype | Link | DocType | Target Dafater DocType opened by this desktop icon | |
| _report | _report | Link | Report | Linked Dafater report opened when icon is selected | |
| link | Link | Small Text | - | Custom URL or internal path opened by the icon | |
| color | Color | Data | - | Visual color used for the desktop icon | |
| icon | Icon | Data | - | Icon name or class displayed on Dafater desktop | |
| reverse | Reverse Icon Color | Check | - | Reverses icon and background colors for visibility | |
| idx | Idx | Int | - | Display order sequence of the desktop icon |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Report | Links to | Core |